Good-Life-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "ENVX",
  "HIO",
  "JOBY",
  "GDX",
  null,
  "OSK",
  "AAL",
  "SMCI",
  "ARM",
  "MU",
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "MAIN",
  null,
  null,
  "VONG",
  "ALL",
  null,
  "GOOGL",
  "AXP",
  null,
  null,
  null,
  "T",
  "BLK",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "KMX",
  null,
  null,
  null,
  "CSQ",
  null,
  "RQI",
  "UTF",
  null,
  null,
  null,
  null,
  null,
  "CMI",
  null,
  null,
  null,
  "ETG",
  "DUK",
  "NUV",
  "EIM",
  "D",
  "MGX",
  null,
  null,
  "UTG",
  null,
  null,
  "FGB",
  null,
  null,
  "GPCR",
  null,
  null,
  "GD",
  null,
  null,
  "GILD",
  "GIS",
  "BWAY",
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "FE",
  "FULT",
  "QCOM",
  null,
  "FSCO",
  "GLAD",
  null,
  null,
  "ULCC",
  null,
  "ISRG",
  null,
  null,
  null,
  null,
  "HWM",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "MUB",
  "META",
  null,
  "NAT",
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "UWMC",
  null,
  "IONQ",
  "BBN",
  null,
  null,
  null,
  null,
  null,
  null,
  "BBUS",
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  "LHX",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  "AISPW",
  "MPC",
  "MMC",
  "MRVL",
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  null,
  "MDLZ",
  "MS",
  "EXC",
  "GAB",
  "GE",
  null,
  "NVS",
  "NU",
  "IBRX",
  "OXY",
  "BX",
  "HSY",
  "IJR",
  "KKR",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  "PAYX",
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  null,
  null,
  null,
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "LPLA",
  "AMGN",
  null,
  "PKG",
  "MSTR",
  null,
  "PPG",
  null,
  "REGN",
  null,
  "RY",
  null,
  null,
  null,
  null,
  "SHOP",
  "SPG",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "STX",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "TGT",
  "TMO",
  "TFC",
  "TRV",
  "TSN",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VO",
  "NEM",
  "MET",
  "SOUN",
  "VV",
  "RCL",
  "SCHW",
  "SUN",
  null,
  null,
  null,
  "KYN",
  "NJR",
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "GUT",
  null,
  "VIG",
  "LYG",
  "TTE",
  null,
  "TSCO",
  "SU",
  "SNY",
  "IEF",
  "TSM",
  "GSK",
  "OHI",
  null,
  "RMD",
  null,
  null,
  null,
  "VYM",
  null,
  "DD",
  null,
  null,
  null,
  null,
  "UGI",
  "AON",
  "AFL",
  "AMD",
  "X",
  "SDY",
  "F",
  null,
  "WM",
  "IWR",
  null,
  null,
  "CAH",
  "AEP",
  "CMPS",
  "LSTR",
  "RACE",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "PLUG",
  null,
  null,
  "FNB",
  null,
  null,
  "HBAN",
  "VEU",
  null,
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "MGK",
  null,
  null,
  "VXUS",
  "VTWO",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VST",
  "WMT",
  "WFC",
  "WELL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MTB",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  "NSC",
  null,
  "SO",
  null,
  "PPL",
  null,
  "PSX",
  "CRM",
  null,
  null,
  "RUN",
  "RDDT",
  "SYY",
  "DIA",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "GEV",
  "MELI",
  "DGRO",
  "GAP",
  "MCK",
  "NVT",
  null,
  "SPYV",
  null,
  null,
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  null,
  "BA",
  "BMY",
  "BTI",
  "CCL",
  "IGR",
  "CVX",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "COMP",
  "CEG",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "DELL",
  "DE",
  "DLR",
  "DOCU",
  "RSP",
  null,
  null,
  "EFA",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 494
Total Value: 1419766665
Accession Number: 0001085146-25-002145
Form Type: 13F-HR
CIK: good-life-advisors
Manager Name: Good-Life-Advisors

Data Enrichment

60% identified

297 identified197 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

494 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 18 of 25

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46436E551

Shares:9.8K

Value:$381.6K

% of Portfolio:0.0% ($381.6K/$1.4B)

METLIFE INC

MET|59156R108

Shares:4.7K

Value:$376.6K

% of Portfolio:0.0% ($376.6K/$1.4B)

464288208

Shares:5.1K

Value:$376.0K

% of Portfolio:0.0% ($376.0K/$1.4B)

33735K108

Shares:2.9K

Value:$375.0K

% of Portfolio:0.0% ($375.0K/$1.4B)

46138E511

Shares:33.4K

Value:$374.5K

% of Portfolio:0.0% ($374.5K/$1.4B)

SOUNDHOUND AI, INC.

SOUN|836100107

Shares:45.8K

Value:$371.5K

% of Portfolio:0.0% ($371.5K/$1.4B)

MERCADOLIBRE INC

MELI|58733R102

Shares:190

Value:$370.7K

% of Portfolio:0.0% ($370.7K/$1.4B)

NUVEEN MUNICIPAL VALUE FUND INC

NUV|670928100

Shares:42.3K

Value:$370.5K

% of Portfolio:0.0% ($370.5K/$1.4B)

SYSCO CORP

SYY|871829107

Shares:4.9K

Value:$370.5K

% of Portfolio:0.0% ($370.5K/$1.4B)

37960A669

Shares:17.6K

Value:$369.1K

% of Portfolio:0.0% ($369.1K/$1.4B)

ADOBE INC.

ADBE|00724F101

Shares:958

Value:$367.4K

% of Portfolio:0.0% ($367.4K/$1.4B)

808524102

SCHB|808524102

Shares:17.1K

Value:$367.3K

% of Portfolio:0.0% ($367.3K/$1.4B)

78464A656

Shares:13.6K

Value:$359.1K

% of Portfolio:0.0% ($359.1K/$1.4B)

Booking Holdings Inc.

BKNG|09857L108

Shares:77

Value:$355.1K

% of Portfolio:0.0% ($355.1K/$1.4B)

46137V241

Shares:5.3K

Value:$354.6K

% of Portfolio:0.0% ($354.6K/$1.4B)

808524409

Shares:13.3K

Value:$353.3K

% of Portfolio:0.0% ($353.3K/$1.4B)

Medtronic plc

MDT|G5960L103

Shares:3.9K

Value:$352.7K

% of Portfolio:0.0% ($352.7K/$1.4B)

922908751

VB|922908751

Shares:1.6K

Value:$352.2K

% of Portfolio:0.0% ($352.2K/$1.4B)

025072356

Shares:8.1K

Value:$350.3K

% of Portfolio:0.0% ($350.3K/$1.4B)

464287499

IWR|464287499

Shares:4.1K

Value:$347.0K

% of Portfolio:0.0% ($347.0K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46436E551)✕	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$381.6K	0.0% ($381.6K/$1.4B)	QoQ NEW(+$381.6K) YoY NEW(+$381.6K)
METLIFE INC(METcusip59156R108)	4.7K	QoQ -6.59% (-331) YoY -29.09% (-1.9K)	All Managers (Combined)	$376.6K	0.0% ($376.6K/$1.4B)	QoQ -8.40% (-$34.5K) YoY -23.18% (-$113.7K)
(cusip464288208)✕	5.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$376.0K	0.0% ($376.0K/$1.4B)	QoQ -2.71% (-$10.5K) YoY +1.72% (+$6.4K)
(cusip33735K108)✕	2.9K	QoQ +0.03% (-1) YoY +3.03% (+84)	All Managers (Combined)	$375.0K	0.0% ($375.0K/$1.4B)	QoQ -4.94% (-$19.5K) YoY +9.78% (+$33.4K)
(cusip46138E511)✕	33.4K	QoQ +4.47% (+1.4K) YoY -11.47% (-4.3K)	All Managers (Combined)	$374.5K	0.0% ($374.5K/$1.4B)	QoQ +1.67% (+$6.2K) YoY -16.39% (-$73.4K)
SOUNDHOUND AI, INC.(SOUNcusip836100107)	45.8K	QoQ -14.24% (-7.6K) YoY -46.98% (-40.5K)	All Managers (Combined)	$371.5K	0.0% ($371.5K/$1.4B)	QoQ -64.90% (-$687.0K) YoY -26.90% (-$136.8K)
MERCADOLIBRE INC(MELIcusip58733R102)	190	QoQ 0.00% (+0) YoY +15.85% (+26)	All Managers (Combined)	$370.7K	0.0% ($370.7K/$1.4B)	QoQ +14.72% (+$47.6K) YoY +49.48% (+$122.7K)
NUVEEN MUNICIPAL VALUE FUND INC(NUVcusip670928100)	42.3K	QoQ +0.69% (+290) YoY +10.38% (+4.0K)	All Managers (Combined)	$370.5K	0.0% ($370.5K/$1.4B)	QoQ +2.80% (+$10.1K) YoY +11.15% (+$37.2K)
SYSCO CORP(SYYcusip871829107)	4.9K	QoQ +0.40% (-20) YoY -13.09% (-744)	All Managers (Combined)	$370.5K	0.0% ($370.5K/$1.4B)	QoQ -1.46% (-$5.5K) YoY -19.66% (-$90.7K)
(cusip37960A669)✕	17.6K	QoQ +2.62% (+450) YoY +10.24% (+1.6K)	All Managers (Combined)	$369.1K	0.0% ($369.1K/$1.4B)	QoQ +4.36% (+$15.4K) YoY +6.77% (+$23.4K)
ADOBE INC.(ADBEcusip00724F101)	958	QoQ +19.00% (+153) YoY +123.31% (+529)	All Managers (Combined)	$367.4K	0.0% ($367.4K/$1.4B)	QoQ +2.64% (+$9.5K) YoY +69.73% (+$151.0K)
(SCHBcusip808524102)	17.1K	QoQ +0.30% (-52) YoY +203.88% (+11.4K)	All Managers (Combined)	$367.3K	0.0% ($367.3K/$1.4B)	QoQ -4.86% (-$18.8K) YoY +7.16% (+$24.6K)
(cusip78464A656)✕	13.6K	QoQ -14.30% (-2.3K) YoY -33.94% (-7.0K)	All Managers (Combined)	$359.1K	0.0% ($359.1K/$1.4B)	QoQ -10.68% (-$43.0K) YoY -31.99% (-$168.9K)
Booking Holdings Inc.(BKNGcusip09857L108)	77	QoQ -6.09% (-5) YoY +6.94% (+5)	All Managers (Combined)	$355.1K	0.0% ($355.1K/$1.4B)	QoQ -12.90% (-$52.6K) YoY +35.89% (+$93.8K)
(cusip46137V241)✕	5.3K	QoQ -18.73% (-1.2K) YoY NEW(+5.3K)	All Managers (Combined)	$354.6K	0.0% ($354.6K/$1.4B)	QoQ -19.56% (-$86.3K) YoY NEW(+$354.6K)
(cusip808524409)✕	13.3K	QoQ +1.00% (+132) YoY +398.72% (+10.6K)	All Managers (Combined)	$353.3K	0.0% ($353.3K/$1.4B)	QoQ +2.98% (+$10.2K) YoY +74.46% (+$150.8K)
Medtronic plc(MDTcusipG5960L103)	3.9K	QoQ +34.92% (+1.0K) YoY +8.69% (+314)	All Managers (Combined)	$352.7K	0.0% ($352.7K/$1.4B)	QoQ +51.77% (+$120.3K) YoY +12.07% (+$38.0K)
(VBcusip922908751)	1.6K	QoQ -0.43% (-7) YoY +57.22% (+578)	All Managers (Combined)	$352.2K	0.0% ($352.2K/$1.4B)	QoQ -8.10% (-$31.1K) YoY +52.49% (+$121.3K)
(cusip025072356)✕	8.1K	QoQ +2.80% (+222) YoY +19.16% (+1.3K)	All Managers (Combined)	$350.3K	0.0% ($350.3K/$1.4B)	QoQ +5.46% (+$18.2K) YoY +21.21% (+$61.3K)
(IWRcusip464287499)	4.1K	QoQ +8.83% (+331) YoY +38.45% (+1.1K)	All Managers (Combined)	$347.0K	0.0% ($347.0K/$1.4B)	QoQ +4.71% (+$15.6K) YoY +40.04% (+$99.2K)